Convergent Financial Group

Independent Financial Planner

Independent Financial Planner offers a wide range of services to help individuals and businesses plan for their financial future. We provide unbiased investment advice, financial education, retirement plans, portfolio management, college planning, annuities, life insurance, long term care insurance, tax free investments and more. Our team of experienced professionals are dedicated to providing clients with the best advice possible – no minimums, no selling, no pressure – always with the client’s needs in mind first. We offer a full range of services, complete choice and access to a variety of investment options including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investment trusts. Additionally, we work with our clients to develop budgets and cash management strategies tailored to their individual needs. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Financial Planners & Associates LLC

Financial Planners & Associates LLC specializes in providing credit repair, counseling, and debt settlement services. We help our clients remove bankruptcies, repossessions, charge offs, judgments, inquiries, foreclosures, incorrect names, addresses, and social security numbers from their records. Additionally, we offer notary services. We have been certified in credit since 2007, and prioritize the needs of our customers above all else. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

AIO Fee-Only Financial Planners

At AIO Fee-Only Financial Planners, we offer independent and comprehensive financial planning services without any commissions or product sales. We are committed to fulfilling our fiduciary responsibility to our clients by providing unbiased advice tailored to their individual needs. Our fee is based on the assets we manage and we work with clients from around the world via virtual meetings. Additionally, we specialize in Sustainable, Responsible, Impact Investing and our team often travels to visit non-local clients. Our services include asset management, retirement planning, taxes, estate planning, and impact investing. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Melanie: Independent Financial Services

Melanie Independent Financial Services provides families and businesses with a foundation of financial stability through life insurance, auto insurance and home insurance, as well as an array of additional financial services such as referrals for senior healthcare and home security systems. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Milwaukee Financial Planners

At Milwaukee Financial Planners, we are proud to offer customers the perfect financial planning. We provide assistance in finding the best financial planner in Milwaukee, having previously been financial planners ourselves. Our team is dedicated to helping customers find the perfect financial planning solution.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Independence Financial Group

At Independence Financial Group, we are dedicated to helping our clients achieve financial success through cash flow, certainty and control. Our team is here to provide guidance on the fundamentals of financial management, giving our clients access to market performance data and resources. We also offer a range of products and services including tax management, investment management, retirement strategies, estate conservation and insurance planning. We strive to help clients create and sustain a secure financial future. Our team is committed to providing comprehensive financial solutions tailored to each individual’s needs. We are experienced professionals with a passion for helping people reach their goals. Our commitment to education and transparency ensures that our clients have the most up-to-date information and the ability to make informed decisions. Our financial strategies are designed with our clients' goals in mind, providing them with a secure financial plan for the future.

Independent For Life Financial Services

Independent For Life Financial Services is a full-service financial organization that offers solutions such as 401k Rollovers, Personal and Business Planning, Estate/Legacy Planning and Distribution, and HiPAA Compliant services. Our team of certified professionals have over 50 years of combined experience in the industry and work with many of the most highly rated carriers in the market. The services Independent For Life Financial Services offers include free consultations, next-day funding, e-commerce, in-store, on-the-go, virtual terminals, non-profit gifting, recurring billing, email invoicing, ATM services, and management systems for inventory, employee, and customer service.

David Rae Certified Financial Planner

With over  a decade helping people reach their financial goals, David Rae is the person to call if you want a holistic fee-based proactive approach to financial planning.  Named 2011 "Advisor With Heart" by Registered Rep Magazine. Specializing in Comprehensive Financial Plans to help you reach your specific Financial goals.  He is also a regular contributor to the Advocate Magazine Forbes.com as well as a regular financial guest on TV and Radio.